See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
Service code 64 · EIN 71-0294708 | Recordkeeping Fees | $16,629 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $21,909 | $58,879-62.8% | $178,490-87.7% | $73,488-70.2% |
| Participation rate | 63.9% | 66.2%-2.3pp | 81.9%-18.0pp | 70.7%-6.7pp |
| Annual return | 18.07% | 24.86%-6.8pp | 151.07%-133.0pp | 28.51%-10.4pp |
| Employer contribution / active EE | $955 | $2,236-57.3% | $5,011-80.9% | $2,270-57.9% |
| Participant deferral / active EE | $1,279 | $2,567-50.2% | $5,202-75.4% | $3,740-65.8% |
| Admin fee / account holder | $98 | $400-75.4% | $13,984-99.3% | $513-80.8% |